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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,658 | $56,197-54.3% | $67,652-62.1% | $59,633-57.0% |
| Participation rate | 98.4% | 71.5%+26.9pp | 75.7%+22.7pp | 68.7%+29.7pp |
| Annual return | 20.30% | 18508.10%-18487.8pp | 6625.40%-6605.1pp | 2041.45%-2021.1pp |
| Employer contribution / active EE | $2,459 | $1,615+52.3% | $2,266+8.5% | $2,203+11.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $358 | $3,958-91.0% | $4,821-92.6% | $4,297-91.7% |